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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$11.1M +$16.2K +339 +0.1%
MWM
27
Mattern Wealth Management
Kansas
$10.5M +$84K +1,758 +0.8%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.98M +$9.03M +188,821 +958%
RA
29
RiverTree Advisors
Florida
$9.79M +$916K +19,154 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$9.6M -$4.06M -85,002 -30%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$9.37M +$512K +10,714 +6%
AWM
32
AE Wealth Management
Kansas
$9.08M +$438K +9,168 +5%
AWA
33
Arkadios Wealth Advisors
Georgia
$8.34M +$970K +20,303 +13%
RJA
34
Raymond James & Associates
Florida
$8.03M +$64.8K +1,355 +0.8%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.63M +$7.62M +159,468 New
AOG
36
Alpha Omega Group
Virginia
$6.48M +$336K +7,024 +5%
CCA
37
Cottonwood Capital Advisors
Utah
$5.48M +$5.47M +114,460 New
HI
38
Harbour Investments
Wisconsin
$5.24M +$958K +20,041 +22%
BFA
39
Brendel Financial Advisors
New Hampshire
$5.08M -$22.8K -477 -0.4%
SWP
40
ShoreHaven Wealth Partners
New Jersey
$5.03M +$41.7K +872 +0.8%
BRWM
41
B. Riley Wealth Management
Tennessee
$4.84M -$307K -6,433 -6%
TCWA
42
Ten Capital Wealth Advisors
Washington
$4.82M -$67.6K -1,415 -1%
Citigroup
43
Citigroup
New York
$4.35M +$3.06M +64,000 +237%
KAS
44
Kestra Advisory Services
Texas
$4.23M -$1.63M -34,118 -28%
MWM
45
Marion Wealth Management
Pennsylvania
$4.23M +$4.22M +88,340 New
SWP
46
Stratos Wealth Partners
Ohio
$4.21M -$2.62M -54,858 -38%
PP
47
PFS Partners
New Jersey
$4.15M +$4.14M +86,718 New
BCP
48
Blackhawk Capital Partners
Wisconsin
$4.02M +$1.92M +40,130 +91%
JCM
49
Janney Capital Management
Pennsylvania
$3.83M -$638K -13,344 -14%
ACA
50
Ascension Capital Advisors
Texas
$3.72M -$212K -4,435 -5%

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q4 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.